SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,669 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2025 年第 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 4,245
- 較 2025 年第 1 季 +114 家
- 持有股數
- 5.91 億
- 較 2025 年第 1 季 +2,765 萬 (+4.9%)
- 總市值
- $3,430 億
- 較 2025 年第 1 季 +$308.8 億 (+9.9%)
- 新進機構
- 261
- 另有 1,793 家加碼
- 清倉機構
- 147
- 另有 1,639 家減碼
另有 58 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,669 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,182 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2025 年第 2 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ayrshire Capital Management LLC | 2,723 | $168.2 萬 | 0.81% | 00.0% | 不變 |
| Asset Allocation Strategies LLC | 2,726 | $168.4 萬 | 0.37% | −204−7.0% | 減碼 |
| High Probability Advisors, LLC | 2,728 | $168.6 萬 | 0.25% | −97−3.4% | 減碼 |
| Trinity Legacy Partners, LLC | 2,700 | $168.6 萬 | 0.41% | +2+0.1% | 加碼 |
| Lee Danner & Bass Inc | 2,732 | $168.8 萬 | 0.13% | +35+1.3% | 加碼 |
| Somerset Group LLC | 2,736 | $169.0 萬 | 1.43% | 00.0% | 不變 |
| Altus Wealth Management, LLC | 2,738 | $169.2 萬 | 0.81% | −668−19.6% | 減碼 |
| Forefront Analytics, LLC | 2,746 | $169.6 萬 | 1.89% | +9+0.3% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,739 | $169.7 萬 | 0.74% | +10.0% | 加碼 |
| JT Stratford LLC | 2,748 | $169.8 萬 | 0.26% | +145+5.6% | 加碼 |
| Atwood & Palmer Inc | 2,753 | $170.1 萬 | 0.11% | +54+2.0% | 加碼 |
| Hiley Hunt Wealth Management | 2,742 | $170.2 萬 | 0.86% | +1,434+109.6% | 加碼 |
| MSH Capital Advisors LLC | 2,757 | $170.4 萬 | 0.49% | +53+2.0% | 加碼 |
| Financial Life Planners | 2,758 | $170.4 萬 | 1.39% | −383−12.2% | 減碼 |
| Philadelphia Trust Co | 2,761 | $170.6 萬 | 0.13% | 00.0% | 不變 |
| MA Private Wealth | 2,768 | $171.0 萬 | 0.31% | −119−4.1% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,773 | $171.4 萬 | 0.66% | −271−8.9% | 減碼 |
| Index Fund Advisors, Inc. | 2,778 | $171.6 萬 | 0.10% | −51−1.8% | 減碼 |
| Sava Infond d.o.o. | 2,780 | $171.8 萬 | 0.27% | +250+9.9% | 加碼 |
| Spinnaker Investment Group, LLC | 2,793 | $172.5 萬 | 0.41% | +6+0.2% | 加碼 |
| Citizens & Northern Corp | 2,793 | $172.6 萬 | 0.46% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 2,794 | $172.6 萬 | 0.47% | +90+3.3% | 加碼 |
| Disciplined Investors, L.L.C. | 2,794 | $172.7 萬 | 1.35% | +27+1.0% | 加碼 |
| American Financial Advisors, LLC | 2,797 | $172.8 萬 | 0.24% | +83+3.1% | 加碼 |
| Claret Asset Management Corp | 2,799 | $172.9 萬 | 0.22% | – | – |
| Upper Left Wealth Management, LLC | 2,802 | $173.1 萬 | 1.16% | +665+31.1% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,805 | $173.2 萬 | 1.00% | −2−0.1% | 減碼 |
| Accredited Investor Services, LLC | 2,806 | $173.4 萬 | 1.31% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 2,807 | $173.4 萬 | 0.34% | +176+6.7% | 加碼 |
| Crown Wealth Group, LLC | 2,816 | $174.0 萬 | 0.65% | +2,013+250.7% | 加碼 |
| Exchange Capital Management, Inc. | 2,821 | $174.3 萬 | 0.26% | −165−5.5% | 減碼 |
| Cardinal Point Capital Management, ULC | 2,817 | $174.5 萬 | 0.14% | −155−5.2% | 減碼 |
| Summit Investment Advisory Services, LLC | 2,826 | $174.6 萬 | 0.76% | +2+0.1% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,827 | $174.6 萬 | 1.51% | −35−1.2% | 減碼 |
| Independent Wealth Network Inc. | 2,828 | $174.7 萬 | 0.64% | +210+8.0% | 加碼 |
| Meridian Financial, LLC | 2,833 | $175.0 萬 | 1.13% | −88−3.0% | 減碼 |
| Legacy Financial Group LLC | 2,834 | $175.1 萬 | 0.24% | +81+2.9% | 加碼 |
| Community Financial Services Group, LLC | 2,836 | $175.2 萬 | 0.35% | −32−1.1% | 減碼 |
| Shelton Capital Management | 2,838 | $175.3 萬 | 0.04% | 00.0% | 不變 |
| Wingate Wealth Advisors, Inc. | 2,838 | $175.3 萬 | 1.56% | −108−3.7% | 減碼 |
| Capital Investment Counsel, LLC | 2,840 | $175.5 萬 | 0.27% | +157+5.9% | 加碼 |
| North Berkeley Wealth Management, LLC | 2,840 | $175.5 萬 | 1.61% | +1,253+79.0% | 加碼 |
| New Century Financial Group, LLC | 2,846 | $175.8 萬 | 2.06% | −1,077−27.5% | 減碼 |
| Crowley Wealth Management, Inc. | 2,848 | $175.9 萬 | 1.60% | +339+13.5% | 加碼 |
| LaFleur & Godfrey LLC | 2,850 | $176.1 萬 | 0.22% | −40−1.4% | 減碼 |
| Riverstone Advisors, LLC | 2,857 | $176.5 萬 | 0.95% | +180+6.7% | 加碼 |
| Prosperity Financial Group, Inc. | 2,858 | $176.6 萬 | 0.75% | −113−3.8% | 減碼 |
| Cambridge Financial Group, LLC | 2,869 | $177.3 萬 | 0.67% | −197−6.4% | 減碼 |
| Narus Financial Partners, LLC | 2,871 | $177.4 萬 | 0.55% | +35+1.2% | 加碼 |
| Investment Advisory Services Inc | 2,874 | $177.6 萬 | 0.59% | 00.0% | 不變 |
| JSF Financial, LLC | 2,876 | $177.7 萬 | 0.42% | −756−20.8% | 減碼 |
| Warburton Capital Management, LLC | 2,801 | $177.9 萬 | 1.05% | +3+0.1% | 加碼 |
| Mandatum Life Insurance Co Ltd | 2,885 | $178.2 萬 | 0.47% | 00.0% | 不變 |
| Bonfire Financial | 2,877 | $178.3 萬 | 1.46% | +3+0.1% | 加碼 |
| Heritage Financial Services, LLC | 2,886 | $178.3 萬 | 0.17% | +97+3.5% | 加碼 |
| Exchange Bank | 2,887 | $178.4 萬 | 1.41% | −28−1.0% | 減碼 |
| Dentgroup LLC | 2,891 | $178.6 萬 | 1.24% | +1,314+83.3% | 加碼 |
| Guardian Asset Advisors, LLC | 2,892 | $178.8 萬 | 1.03% | +513+21.6% | 加碼 |
| EFG Asset Management (Americas) Corp. | 2,894 | $178.8 萬 | 0.33% | +2,129+278.3% | 加碼 |
| Navellier & Associates Inc | 2,897 | $179.0 萬 | 0.22% | 00.0% | 不變 |
| Hutchinson Capital Management | 2,901 | $179.3 萬 | 0.33% | −391−11.9% | 減碼 |
| Beaton Management Co. Inc. | 2,905 | $179.5 萬 | 0.88% | +75+2.7% | 加碼 |
| Hall Laurie J Trustee | 2,907 | $179.6 萬 | 0.59% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 2,902 | $179.8 萬 | 0.44% | +29+1.0% | 加碼 |
| Awm Capital, LLC | 2,905 | $180.0 萬 | 0.19% | −53−1.8% | 減碼 |
| Strategic Advisors LLC | 2,915 | $180.1 萬 | 0.35% | −137−4.5% | 減碼 |
| B&D White Capital Company, LLC | 2,917 | $180.2 萬 | 0.27% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 2,923 | $180.6 萬 | 0.53% | +141+5.1% | 加碼 |
| Stonebrook Private Inc. | 2,927 | $180.8 萬 | 0.42% | +435+17.5% | 加碼 |
| Sutton Place Investors LLC | 2,932 | $181.1 萬 | 1.09% | +20+0.7% | 加碼 |
| Lumbard & Kellner, LLC | 2,932 | $181.2 萬 | 0.79% | 00.0% | 不變 |
| EMC Capital Management | 2,935 | $181.3 萬 | 0.98% | 00.0% | 不變 |
| Lantz Financial LLC | 2,935 | $181.3 萬 | 0.45% | +104+3.7% | 加碼 |
| Nordwand Advisors, LLC | 2,940 | $181.6 萬 | 0.29% | −60−2.0% | 減碼 |
| Cowa, LLC | 2,950 | $182.3 萬 | 0.69% | +131+4.6% | 加碼 |
| Michael B. Yongue | 2,952 | $182.4 萬 | 1.38% | +10.0% | 加碼 |
| Clean Yield Group | 2,953 | $182.5 萬 | 0.55% | 00.0% | 不變 |
| Taylor Financial Group, Inc. | 2,955 | $182.6 萬 | 1.14% | −15−0.5% | 減碼 |
| TFR Capital, LLC. | 2,961 | $182.9 萬 | 0.66% | −160−5.1% | 減碼 |
| Wambolt & Associates, LLC | 2,963 | $183.0 萬 | 0.62% | +21+0.7% | 加碼 |
| Newton One Investments LLC | 2,966 | $183.2 萬 | 0.58% | +45+1.5% | 加碼 |
| Culbertson A N & Co Inc | 2,967 | $183.3 萬 | 0.28% | −29−1.0% | 減碼 |
| Greystone Financial Group, LLC | 2,969 | $183.4 萬 | 0.30% | −9−0.3% | 減碼 |
| Aventura Private Wealth, LLC | 2,971 | $183.6 萬 | 0.79% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 2,981 | $184.2 萬 | 0.24% | −876−22.7% | 減碼 |
| Todd Asset Management LLC | 2,985 | $184.4 萬 | 0.04% | −2,740−47.9% | 減碼 |
| Fulton Bank, N.A. | 2,986 | $184.5 萬 | 0.07% | +295+11.0% | 加碼 |
| Marshall Investment Management, LLC | 2,995 | $185.0 萬 | 8.79% | −9,347−75.7% | 減碼 |
| Asset Management One Co.,Ltd. | 3,000 | $185.4 萬 | 0.01% | +2,850+1,900.0% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,992 | $185.4 萬 | 0.51% | +10.0% | 加碼 |
| Able Wealth Management LLC | 3,001 | $185.4 萬 | 0.93% | +163+5.7% | 加碼 |
| Hurley Capital, LLC | 3,003 | $185.5 萬 | 1.30% | +1,471+96.0% | 加碼 |
| Fiduciary Family Office, LLC | 3,003 | $185.5 萬 | 0.61% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 3,005 | $185.7 萬 | 0.20% | −164−5.2% | 減碼 |
| Geneva Partners, LLC | 3,007 | $185.8 萬 | 0.74% | +2+0.1% | 加碼 |
| Stoneridge Investment Partners LLC | 3,014 | $186.2 萬 | 1.40% | −327−9.8% | 減碼 |
| Granite Bay Wealth Management, LLC | 3,015 | $186.3 萬 | 0.60% | +378+14.3% | 加碼 |
| Sage Advisors, LLC | 3,022 | $186.7 萬 | 1.33% | −620−17.0% | 減碼 |
| United Asset Strategies, Inc. | 3,026 | $187.0 萬 | 0.16% | −332−9.9% | 減碼 |
| Strata Wealth Advisors, LLC | 3,028 | $187.1 萬 | 0.52% | +48+1.6% | 加碼 |